13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001533551
申报总市值
US$11.0亿
US$11.0亿
64 檔
20.5%
根据最新整理的 13F 季度数据集，Wellesley Asset Management 于 Q2 2025 结束时的管理资产规模为 US$11.0亿。该机构在本季度申报了 64 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025 期间，Wellesley Asset Management 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Wellesley Asset Management 的前 5 大核心持股（包含 AKAM 0.375 09-01-27, BMRN 1.25 05-15-27, VSH 2.25 09-15-30 等）合计占整体申报市值的 20.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 5.05% | -1.45% | +3.02% | |
| 2 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 4.55% | +0.45% | -2.80% | |
| 3 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 4.11% | -4.15% | EXIT | |
| 4 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.88% | -1.93% | -3.83% | |
| 5 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 3.80% | — | -4.05% | |
| 6 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 3.77% | -1.78% | +5.23% | |
| 7 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 3.49% | -0.42% | — | |
| 8 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 3.42% | -0.67% | +7.68% | |
| 9 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 3.35% | -0.73% | +87.25% | |
| 10 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 3.24% | — | -19.96% | |
| 11 | LIVN 2.5 03-15-29债券 | Livanova PLC | 债券 | 3.05% | +0.36% | +52.99% | |
| 12 | LCII 1.125 05-15-26债券 | Lci Industries | 债券 | 2.83% | — | -5.04% | |
| 13 | LYFT 0.625 03-01-29债券 | Lyft Inc | 债券 | 2.63% | -1.12% | -6.75% | |
| 14 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 2.62% | -0.21% | +18.74% | |
| 15 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 2.47% | — | -15.88% | |
| 16 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.41% | -0.36% | +26.79% | |
| 17 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 2.33% | — | -2.39% | |
| 18 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 2.21% | — | -51.51% | |
| 19 | WGO 3.25 01-15-30债券 | Winnebago Industries | 债券 | 2.19% | -0.38% | -22.87% | |
| 20 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 2.18% | — | -9.54% | |
| 21 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 2.05% | — | -28.18% | |
| 22 | DXCM 0.375 05-15-28债券 | Dexcom Inc | 债券 | 2.02% | — | +35.64% | |
| 23 | SPB 3.375 06-01-29债券 | Spectrum Brands Inc | 债券 | 2.01% | -0.96% | EXIT | |
| 24 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 1.86% | — | -2.84% | |
| 25 | FIVN 1 03-15-29债券 | Five9 Inc | 债券 | 1.72% | — | -26.86% | |
| 26 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | 债券 | 1.71% | — | — | |
| 27 | HAE 2.5 06-01-29债券 | Haemonetics CORP | 债券 | 1.67% | -0.31% | — | |
| 28 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.63% | -0.27% | +7.18% | |
| 29 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 1.58% | — | -6.06% | |
| 30 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 1.53% | — | -53.95% | |
| 31 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 1.51% | +0.28% | +13.82% | |
| 32 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 1.49% | — | -6.56% | |
| 33 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 1.43% | — | -13.12% | |
| 34 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 1.38% | +0.38% | +45.09% | |
| 35 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 1.16% | — | -34.08% | |
| 36 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 1.04% | — | +54.25% | |
| 37 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 1.00% | — | -2.47% | |
| 38 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.80% | -0.46% | EXIT | |
| 39 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 0.74% | — | +80.01% | |
| 40 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.58% | — | -68.94% | |
| 41 | TXN 2.9 11-03-27债券 | Texas Instruments Inc | 债券 | 0.54% | — | — | |
| 42 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | 债券 | 0.53% | — | +153.41% | |
| 43 | ITRI 1.375 07-15-30债券 | Itron Inc | 债券 | 0.49% | +0.29% | — | |
| 44 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 0.43% | -0.08% | +233.85% | |
| 45 | ASND 2.25 04-01-28债券 | Ascendis Pharma A/s | 债券 | 0.42% | — | +131.15% | |
| 46 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 0.38% | +1.01% | +890.37% | |
| 47 | FWONK 2.25 08-15-27债券 | Liberty Media CORP | 债券 | 0.38% | +0.03% | NEW | |
| 48 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | 债券 | 0.36% | +0.16% | +133.33% | |
| 49 | PRGS 3.5 03-01-30债券 | Progress Software CORP | 债券 | 0.36% | -0.42% | +250.00% | |
| 50 | BSY 0.375 07-01-27债券 | Bentley Systems | 债券 | 0.36% | — | — |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q2 2025 季度的美股持仓总市值约为 US$11.0亿，共申报了 64 个公开持股仓位。
在 Q2 2025 季度，Wellesley Asset Management 按市值排列的前三大核心持股分别为：AKAM 0.375 09-01-27 (5.0%)、BMRN 1.25 05-15-27 (4.5%)、VSH 2.25 09-15-30 (4.1%)。其中最大持股仓位 AKAM 0.375 09-01-27 占据整体投资组合约 5.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2025 季度中，Wellesley Asset Management 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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